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H&R Block
HRB

Overview Fund Activity

449 hedge funds and large institutions have $8.35B invested in H&R Block in 2015 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 107 increasing their positions, 208 reducing their positions, and 74 closing their positions.

Holders
449
Holders Change
-15
Holders Change %
-3.23%
% of All Funds
11.79%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.29%
New
65
Increased
107
Reduced
208
Closed
74
Calls
$49.7M
Puts
$25M
Net Calls
+$24.7M
Net Calls Change
-$127M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$244M
2
LCOV
2
London Company of Virginia
Virginia
$140M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$509M
4
SCM
4
Smead Capital Management
Arizona
$86.8M
5
AR
5
Advisory Research
Illinois
$74.1M

Top Sellers

1
AIG
1
American International Group
New York
$4.32M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$439M
3
Boston Partners
3
Boston Partners
Massachusetts
$98.1M
4
OC
4
Orange Capital
New York
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$241K
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
476
Bluefin Capital Management
New York
– – -109,617 Closed
MTIM
477
Marathon Trading Investment Management
Pennsylvania
– – -90,184 Closed
HA
478
Havens Advisors
New York
– – -76,235 Closed
MCM
479
Moore Capital Management
New York
– – -75,000 Closed
CM
480
Churchill Management
California
– – -68,922 Closed
FNYS
481
First New York Securities
New York
– – -66,900 Closed
GIA
482
Gargoyle Investment Advisor
New Jersey
– – -65,508 Closed
YCM
483
Yakira Capital Management
Connecticut
– – -59,892 Closed
QT
484
Quantbot Technologies
New York
– – -49,768 Closed
ARC
485
Absolute Return Capital
Massachusetts
– – -49,612 Closed
Two Sigma Advisers
486
Two Sigma Advisers
New York
– – -45,863 Closed
CA
487
Cetera Advisors
Colorado
– – -29,968 Closed
Hudson Bay Capital Management
488
Hudson Bay Capital Management
Connecticut
– – -25,580 Closed
HHC
489
Hutchin Hill Capital
New York
– – -25,000 Closed
VAM
490
Visium Asset Management
New York
– – -23,438 Closed
VIA
491
Vident Investment Advisory
Georgia
– – -19,718 Closed
BA
492
Bridgewater Associates
Connecticut
– – -19,113 Closed
PP
493
Paloma Partners
Connecticut
– – -18,514 Closed
LCM
494
Laurion Capital Management
New York
– – -17,400 Closed
BMCMI
495
Bryn Mawr Capital Management Inc
Pennsylvania
– – -17,071 Closed
WPC
496
White Pine Capital
Minnesota
– – -17,000 Closed
Capstone Investment Advisors
497
Capstone Investment Advisors
New York
– – -15,691 Closed
FMA
498
FNY Managed Accounts
New York
– – -15,000 Closed
NIT
499
NumerixS Investment Technologies
British Columbia, Canada
– – -14,400 Closed
EWM
500
Evercore Wealth Management
New York
– – -13,068 Closed
18 19
20
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